HubSpot CRM for Consultants and Consulting & Advisory firms

To maximize efficiency and foster growth, HubSpot CRM is a beacon for Consultants and Consulting firms aiming to elevate their client management and streamline operations. HubSpot CRM goes beyond mere contact management; it's a comprehensive tool that empowers you to nurture client relationships, manage your pipeline with precision, and unlock insights that lead to actionable strategies. Imagine having the ability to automate your outreach, personalize your communication at scale, and track the impact of your efforts—all within a single, user-friendly platform. By integrating HubSpot CRM into your consultancy practice, you're not just adapting to the future; you're defining it. Let's embark on this journey together, transforming the way you connect, engage, and grow with your clients in an ever-evolving digital landscape.

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Our Case Studies for Consulting & Advisory

Знімок екрана 2024-03-28 о 17.26.55

Chris Mailander

Chris was looking for expert help in configuring HubSpot so that he had a really strong, clean install out of the box, and then could grow from there. After the implementation,  from time to time he wanted to have help and ongoing support. As a result, I implemented HubSpot CRM for his Coaching Business, we created a Customer Journey, aligned it with Chris's processes, and found powerful integrations to save time for enrichment, email sending, AI assistance, and more.



"Anton is outstanding! He made standing up and configuring HubSpot a breeze, and was always available to explain options, typical approaches, and particular configurations unique to my business. Highly recommended."

Chris Mailander, Author, Strategist & Counselor

Clear Summit Group

Clear Summit Group specializes in equipping franchise brands with the training and support they need to thrive in their respective fields. They required help with various HubSpot Marketing activities and workflows, together we implemented various HubSpot settings and configurations, as well as Workflows and Reports, that helped CSG train their brands more effectively. We're still working together, and I'm supporting them with HubSpot consultations and operations from time to time.


CSG used crm for training and coaching business

Velainn team is an extension of my team and helps do any Hubspot marketing maintenance that we need. They reduced my time doing marketing operations and suggests ideas from time to time as well. Definitely recommend

Laura Vodvarka, CMO at Clear Summit Group

We have been working with Anton for a few years now. He helped us when we transitioned all our brands to HubSpot as a CRM. The work was completed on time and following best practices recommended by Anton when applicable. Currently, he helps us with ad-hoc work to make our customers' experience better.

Javier Barragan, Marketing & Analytics at Clear Summit Group


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